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Address:
14 Vanderventer Ave, Suite 200
Port Washington
,NY
11050
Phone:
516-439-5525
Fax/Other:
516-439-5528
E-mail:
Our Services
Blank Equity Management offers the following services:
Comprehensive Financial Planning - We review your current financial picture including savings, investments, retirement programs, insurance and estate planning. We work with you to clarify your financial objectives, set savings goals, and monitor your progress along the way.
Investment Management - We provide full-service, discretionary management of your portfolio. We utilize low-cost exchange-traded funds (ETFs) and our proprietary investment model, the Dynamic Market Risk Indicator (DMRI). Our portfolios are constructed to meet your investment goals with an emphasis on risk management.
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